Discovery Meeting

Service Description

You are interested in wealth management services for yourself, your family or your business and want to meet your potential advisor. During this no-fee, no obligation meeting, you and Daniel will do a needs assessment to determine if you require long term wealth management services- whether it is discretionary or non-discretionary, financial planning, one-time investment advisory, a portfolio review, cash management or simple brokerage services. Note: Bring any materials to this meeting that you think would be beneficial like your portfolio statement, personal budget, etc. Wealth Management Fee Structure* ---1.25% per annum for Portfolios Less than USD 1 Million or equivalent ---0.75% per annum for Portfolios Greater than or equal to USD 1 Million or equivalent *Fees are applied quarterly. See Understanding fees under Learning Centre. Fees are in the currency of the asset- for TTD asset management, fees are invoiced in TTD. For hard currency asset management, fees are automatically deducted in USD via the investment platform. For description of service categories, kindly see Services page.